Carson Wealth (CWM LLC)’s BorgWarner BWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
74,106
+68,619
| +1,251% | +$2.3M | 0.01% | 872 |
|
|
2025
Q1 | $157K | Sell |
5,487
-18,093
| -77% | -$518K | ﹤0.01% | 2077 |
|
|
2024
Q4 | $750K | Sell |
23,580
-7,100
| -23% | -$226K | ﹤0.01% | 1221 |
|
|
2024
Q3 | $1.11M | Buy |
30,680
+18,570
| +153% | +$674K | ﹤0.01% | 964 |
|
|
2024
Q2 | $390K | Buy |
12,110
+4,104
| +51% | +$132K | ﹤0.01% | 1286 |
|
|
2024
Q1 | $278K | Sell |
8,006
-54
| -0.7% | -$1.88K | ﹤0.01% | 1366 |
|
|
2023
Q4 | $289K | Buy |
8,060
+180
| +2% | +$6.45K | ﹤0.01% | 1264 |
|
|
2023
Q3 | $318K | Buy |
7,880
+102
| +1% | +$4.12K | ﹤0.01% | 1134 |
|
|
2023
Q2 | $335K | Buy |
7,778
+474
| +6% | +$20.4K | ﹤0.01% | 1068 |
|
|
2023
Q1 | $316K | Buy |
7,304
+455
| +7% | +$19.7K | ﹤0.01% | 1041 |
|
|
2022
Q4 | $243K | Buy |
6,849
+1,263
| +23% | +$44.8K | ﹤0.01% | 1023 |
|
|
2022
Q3 | $154K | Sell |
5,586
-479
| -8% | -$13.2K | ﹤0.01% | 1149 |
|
|
2022
Q2 | $178K | Buy |
6,065
+3,999
| +194% | +$117K | ﹤0.01% | 1083 |
|
|
2022
Q1 | $71K | Buy |
2,066
+1,412
| +216% | +$48.5K | ﹤0.01% | 1455 |
|
|
2021
Q4 | $26K | Buy |
+654
| New | +$26K | ﹤0.01% | 1837 |
|
|
2021
Q2 | $46K | Hold |
1,074
| – | – | ﹤0.01% | 1427 |
|
|
2021
Q1 | $46K | Hold |
1,074
| – | – | ﹤0.01% | 1427 |
|
|
2020
Q4 | $46K | Hold |
1,074
| – | – | ﹤0.01% | 1427 |
|
|
2020
Q3 | $46K | Hold |
1,074
| – | – | ﹤0.01% | 1427 |
|
|
2020
Q2 | $46K | Hold |
1,074
| – | – | ﹤0.01% | 1427 |
|
|
2020
Q1 | $46K | Hold |
1,074
| – | – | ﹤0.01% | 1427 |
|
|
2019
Q4 | $46K | Hold |
1,074
| – | – | ﹤0.01% | 1427 |
|
|
2019
Q3 | $46K | Hold |
1,074
| – | – | ﹤0.01% | 1427 |
|
|
2019
Q2 | $46K | Hold |
1,074
| – | – | ﹤0.01% | 1427 |
|
|
2019
Q1 | $46K | Sell |
1,074
-180
| -14% | -$7.71K | ﹤0.01% | 1427 |
|
|
2018
Q4 | $38K | Buy |
1,254
+152
| +14% | +$4.61K | ﹤0.01% | 944 |
|
|
2018
Q3 | $41K | Hold |
1,102
| – | – | ﹤0.01% | 780 |
|
|
2018
Q2 | $42K | Hold |
1,102
| – | – | ﹤0.01% | 666 |
|
|
2018
Q1 | $49K | Hold |
1,102
| – | – | ﹤0.01% | 556 |
|
|
2017
Q4 | $50K | Hold |
1,102
| – | – | ﹤0.01% | 530 |
|
|
2017
Q3 | $50K | Buy |
1,102
+139
| +14% | +$6.31K | ﹤0.01% | 524 |
|
|
2017
Q2 | $36K | Buy |
963
+918
| +2,040% | +$34.3K | ﹤0.01% | 527 |
|
|
2017
Q1 | $2K | Sell |
45
-122
| -73% | -$5.42K | ﹤0.01% | 969 |
|
|
2016
Q4 | $6K | Buy |
167
+122
| +271% | +$4.38K | ﹤0.01% | 810 |
|
|
2016
Q3 | $1K | Hold |
45
| – | – | ﹤0.01% | 941 |
|
|
2016
Q2 | $1K | Hold |
45
| – | – | ﹤0.01% | 734 |
|
|
2016
Q1 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 673 |
|
|
2014
Q1 | – | Sell |
-866
| Closed | -$43K | – | 187 |
|
|
2013
Q4 | $43K | Buy |
866
+21
| +2% | +$1.04K | 0.01% | 260 |
|
|
2013
Q3 | $38K | Buy |
+845
| New | +$38K | 0.01% | 206 |
|